Have you recently performed a company import in your Dynamics system? Did your MR report definitions disappear? Don’t worry, here’s the fix. Follow these steps to bring back your report definitions. Log in to Report Designer and click on Company in the menu ribbon and select companies. In this window, highlight a company and click … Read more
A customer recently asked me to remove the Microsoft Customer Experience Improvement Program (CEIP) Reminder Task from Dynamics GP 2016 R2. Every time she logged in, the reminder popped up on her task list. She attempted to complete and remove the reminder with no avail. What is this task? When you install Microsoft Dynamics GP, … Read more
If you use Management Reporter (MR) with multiple companies, you might get an error while generating reports if your companies have different: Subaccount segment descriptions in Dynamics SL Account Formats Segment Names in Dynamics GP Unlike FRx, MR uses the account segment names in the Row and Tree Definition Financial Dimension mapping fields. Let’s take … Read more
Management Reporter (MR) has many different levels of security, to restrict users to specific companies and reports. Understanding how they work will make it easier for setting up users and distributing reports. User Security – To get started, set up users and assign them company access under the Security menu item in the bottom left corner … Read more
Crestwood implemented a phased migration approach of Microsoft Dynamics GP & CRM from on-premise to the cloud and upgrades at the same time and it worked great for a recent client! With many databases, users, integration, and complexity, this phased migration approach ensured success of the project and end user support. Read more about the … Read more
Have you even been working in Dynamics GP and encountered the “Scrolling window link table not on form ERROR” combined with the Unhandled Script Exception Error related to an illegal address User ID? Some Background The reason why the errors occur is there are actually some older c-tree based calls made where code is trying … Read more
Download the PDF with instructions to learn time-saving ways to duplicate format changes to your other reports, historical versions of reports, and documents in Dynamics GP. There are a couple variations on how to do this, depending if you are using the Dynamics Report Writer or Word Templates.
Which Window Do I Need? Determining which window needs to be added to a user’s security in Microsoft Dynamics GP can be difficult. Here are a couple methods we use to figure it out. Winthrop Tool There used to be a free product called the Support Debugging Tool; however, this no longer the case, it’s … Read more
Mekorma users are experiencing an issue where previous builds are not compatible with the Microsoft .Net Framework 4.7 and Windows 10 Creator updates. The two common behaviors you may encounter exhibiting this problem include: Security warning stating users are not authorized to print out of checkbooks. Warning: Unhandled object exception: The parameter is incorrect. Microsoft … Read more
If you’re trying to deploy SQL Server Reporting Services Reports (SSRS) and it keeps failing, saying you don’t have permission, it might be because you have SQL Express. Dynamics GP Error Message: You do not have security access to the location where you want the reports to be deployed Report deployment with SSRS is NOT … Read more
Setting Your Default Company in Management Reporter (MR) The first time you login into Management Reporter Designer as a new user, or the first time you login after an upgrade, you may notice that you are missing all of your report options on the left hand side. You might find yourself looking at the Security … Read more
Have you ever noticed that when you download Management Reporter (MR) reports into Excel, the headers don’t show up at all in the Normal View, or the headers only show up in the Page Layout View? If the Page Layout View in Excel is not to your liking, this can present a problem. Example 1 … Read more
We get a lot of questions from Microsoft Dynamics GP Administrators on the User Type field when creating new users. The most common question is, “What’s a Limited type user”? What is a Limited User? Limited user licenses are 80% less expensive than Full users, but these users can only read information within Dynamics GP. … Read more
There is a very powerful tool in Microsoft Dynamics GP that can greatly reduce the time it takes you to find errors between your Trial Balances in your subledgers (Purchasing, Receivables, Inventory, Bank Reconciliation) and your General Ledger (GL). This tool is called the Reconcile to GL routine and can be found by going to … Read more
A client recently encountered an issue where the eConnect integration he was using out of SQL stopped working. He received the following error despite of several attempts to repair: “There was no endpoint listening at net.pipe://localhost/Microsoft/Dynamics/GP/eConnect/EntityOperations that could accept the message. This is often caused by an incorrect address or SOAP action. See InnerException, if … Read more
Frequently, our Support Team at Crestwood gets calls where a new Integration Manager (IM) user can only see a “sample” of the integrations they are expecting to see. They don’t see all or the correct integrations that have been created and are used in production. Why? This happens because the IM system default install points … Read more
One of my personal frustrations when I started working with SmartLists in Microsoft Dynamics GP, was the fact that on every report using debits and credits, they were ‘backwards’ from how I was used to seeing them. In my mind, debits always came first and credits were always after. Many times, I’d work on a … Read more
Have you ever logged into Microsoft Dynamics GP and noticed you were missing your Quick Links on the Homepage? Maybe you even tried to add them back in, only to discover that the items you added did not ‘stick’. If this describes your situation, I have the solution! Here’s the Fix First, have the user … Read more
Many of our clients like to export their Microsoft Dynamics GP SmartLists to Excel. Why? In Excel, you can easily add things like: Summary Totals Pivot Tables Charts And more However, it can become a tedious and time-consuming process if you export many SmartLists. How to Automate your exports Wouldn’t it be nice if you … Read more
It’s very common for our customers to add new budgets to Microsoft Dynamics GP. With the Legacy Provider in Management Reporter (MR), the new Budget ID would show in the Column Definition “Book Code/Attribute Category” field automatically. With the MR Data Mart, there are a couple of steps below that need to be followed first. … Read more
There is no MTS object context (Exception from HRESULT: XXXXXXX) We have a client using eConnect to integrate truck and transportation related billing data into Dynamics GP 2013. When they added a version of eConnect to a second machine to run the integrations, they ran into some issues. After setting up the service and checking … Read more
Has your MR database gotten so big it’s out of hand? I recently encountered issues relating to the excessively large size of Management Reporter (MR). So, I wanted to remind everyone of the importance of maintenance of your MR system, and associated data sets. Here are my recommendations for MR maintenance: Have a current backup … Read more
There are many instances when you need to prevent users from logging into Microsoft Dynamics GP. For example, File maintenance Year-end close No problem. Dynamics GP comes with a tool to take your company offline, which prevents users from logging in. Here’s how: Log into Dynamics GP as ‘sa’ Navigate to Administration / Utilities / … Read more
Many businesses use Excel templates to create their annual budgets. By creating a budget template in Excel, you’ll save yourself time. Just populate the monthly data by the general ledger account, and then after uploading the budget into Dynamics GP, you can include these budget numbers on your Management Reporter (MR) reports. Here’s how to … Read more